Set up automatic workflows for cycles.
Under cycle settings, you can toggle on options that will automatically add or remove issues to cycles. We recommend you turn these on as they'll make cycle planning easier.
G then S to go to Settings > Team settings > Cycles
Cycles run on an automated schedule to reduce unnecessary date math and help create routine. Any unfinished work rolls over to the next cycle automatically.
If you forget to update an issue before the cycle rolls over, you can move completed issues to the previous cycle by selecting the issue(s) and using Shift C to update the cycle. Only completed (Done or Canceled) issues can be moved.
Toggle this setting so that anytime you start working on an issue, it'll be assigned to the active cycles if it hasn't been added yet. This is especially helpful for catching bug reports or backlog items that you run into during the week and fix but hadn't anticipated in planning.
If you complete an issue that wasn't part of the current cycle, this automation will add the issue to the cycle so that it's counted in the week's total.
Toggle this preference so that when issues move to active (e.g. unstarted or started status), they'll be added to a cycle automatically, and when issues move to the backlog, they'll be removed from cycles. By default, newly active issues are moved to the current cycle.
Cycles are similar to sprints and group work by time. Create healthy routine and focus teams on what work should happen next. Set cycles to be 1, 2, 3, 4, 6, or 8 weeks long. Press G then C to see all cycles and go to the active cycle with G the V.
Set automations to move issues in and out of cycles automatically based on their status.
- What are cycles and how they work [0:00]
- ProTip: How to use cycle statistics [0:19]
- How to read a cycle graph [0:36]
- Active cycle view and sidebar [1:22]
- ProTip: How to use the sidebar during meetings to filter and update issues [1:28]
- How to configure cycles in team settings [2:14]
- How cycles start, end and turnover issues [2:40]
- Cooldowns [3:08]
- Example: How we use cooldowns [3:14]
- How to change number of planned cycles [3:24]
- ProTip: Why you would set more planned cycles [3:39]
- Configuration options that automate moving issues in/out of cycles [4:01]